InterOcean Capital Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

InterOcean Capital Group’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$903K	Buy	14,868 +6,238	+72%	+$353K	0.02%	226
2023 Q4	$478K	Sell	8,630 -2,290	-21%	-$116K	0.01%	300
2023 Q3	$545K	Buy	10,920 +2,840	+35%	+$149K	0.02%	260
2023 Q2	$423K	Buy	8,080 +750	+10%	+$37.3K	0.01%	301
2023 Q1	$367K	Sell	7,330 -8,740	-54%	-$445K	0.01%	296
2022 Q4	$777K	Sell	16,070 -770	-5%	-$37.2K	0.03%	206
2022 Q3	$738K	Buy	16,840 +800	+5%	+$38.7K	0.03%	192
2022 Q2	$726K	Buy	16,040 +1,350	+9%	+$66.6K	0.03%	196
2022 Q1	$788K	Sell	14,690 -540	-4%	-$28.8K	0.03%	140
2021 Q4	$862K	Buy	15,230 +540	+4%	+$30.1K	0.04%	133
2021 Q3	$773K	Sell	14,690 -3,610	-20%	-$194K	0.04%	133
2021 Q2	$984K	Buy	18,300 +500	+3%	+$27K	0.05%	118
2021 Q1	$927K	Buy	17,800 +8,745	+97%	+$437K	0.05%	113
2020 Q4	$416K	Buy	+9,055	New	+$382K	0.03%	145

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

InterOcean Capital Group's IJH Position: Q1 2024 in Review

InterOcean Capital Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 72% in Q1 2024, buying an estimated $353K and bringing the position to 14,868 shares worth $903K. The position accounts for 0.02% of the portfolio, ranked #226.

InterOcean Capital Group first reported a position in IJH in Q4 2020 and has held it in 14 quarters since. The position peaked at $984K in Q2 2021. 2,224 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

InterOcean Capital Group held 14,868 shares of iShares Core S&P Mid-Cap ETF worth $903K as of Q1 2024.
InterOcean Capital Group bought 6,238 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $353K.
iShares Core S&P Mid-Cap ETF made up 0.02% of InterOcean Capital Group's portfolio in Q1 2024, its #226 holding.
InterOcean Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 14 quarters since.
InterOcean Capital Group's iShares Core S&P Mid-Cap ETF position peaked at $984K in Q2 2021.
2,224 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.